Rise Advisors, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$226.3M

Holdings

1,501

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,501 positions)

StockValue
KDPKEURIG DR PEPPER INC COM
$25K
CBRECBRE GROUP INC CL A
$25K
FLEXFLEX LTD ORD
$25K
BGBUNGE GLOBAL SA COM SHS
$25K
BRTBRT APARTMENTS CORP COM
$25K
PEOEXELON CORP COM
$25K
CADECADENCE BANK COM
$25K
AVTRAVANTOR INC COM
$25K
DUOLDUOLINGO INC CL A COM
$25K
GRMNGARMIN LTD SHS
$25K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$24K
CMICUMMINS INC COM
$24K
ESGVVANGUARD ESG U.S. STOCK ETF
$24K
IM8NINSMED INC COM PAR $.01
$24K
SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
$24K
ARANTERO RESOURCES CORP COM
$24K
XPOXPO INC COM
$24K
IQVIQVIA HLDGS INC COM
$24K
CWSTCASELLA WASTE SYS INC CL A
$24K
ROSTROSS STORES INC COM
$24K
LNTHLANTHEUS HLDGS INC COM
$24K
HESHESS CORP COM
$24K
TMHCTAYLOR MORRISON HOME CORP COM
$24K
DHID R HORTON INC COM
$24K
PFEPFIZER INC COM
$24K
UFPIUFP INDUSTRIES INC COM
$24K
EWBCEAST WEST BANCORP INC COM
$23K
OSKOSHKOSH CORP COM
$23K
GTLSCHART INDS INC COM
$23K
CWCURTISS WRIGHT CORP COM
$23K
MURMURPHY OIL CORP COM
$23K
EAELECTRONIC ARTS INC COM
$23K
IYEISHARES U.S. ENERGY ETF
$23K
OCOWENS CORNING NEW COM
$23K
EX9EXELIXIS INC COM
$23K
GWWGRAINGER W W INC COM
$23K
SCISERVICE CORP INTL COM
$23K
ACMAECOM COM
$23K
PCGPG&E CORP COM
$23K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$23K
ACGLARCH CAP GROUP LTD ORD
$23K
JLLJONES LANG LASALLE INC COM
$23K
ESNTESSENT GROUP LTD COM
$23K
XELXCEL ENERGY INC COM
$23K
PFGCPERFORMANCE FOOD GROUP CO COM
$22K
TOLTOLL BROTHERS INC COM
$22K
TKOTKO GROUP HOLDINGS INC CL A
$22K
HLNEHAMILTON LANE INC CL A
$22K
MANHMANHATTAN ASSOCIATES INC COM
$22K
FLRFLUOR CORP NEW COM
$22K
OPCHOPTION CARE HEALTH INC COM NEW
$22K
ETRENTERGY CORP NEW COM
$22K
PCHPOTLATCHDELTIC CORPORATION COM
$22K
BBTBERKSHIRE HILLS BANCORP INC COM
$22K
GGGGRACO INC COM
$22K
NXTNEXTRACKER INC CLASS A COM
$22K
HUMHUMANA INC COM
$22K
VOOVANGUARD S&P 500 ETF
$22K
VRSKVERISK ANALYTICS INC COM
$22K
COHRCOHERENT CORP COM
$22K
BPBP PLC SPONSORED ADR
$22K
GBCIGLACIER BANCORP INC NEW COM
$21K
EBAEBAY INC. COM
$21K
OXYOCCIDENTAL PETE CORP COM
$21K
LECOLINCOLN ELEC HLDGS INC COM
$21K
WBDWARNER BROS DISCOVERY INC COM SER A
$21K
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
$21K
RMERESMED INC COM
$21K
CNHICNH INDL N V SHS
$21K
HFWAHERITAGE FINL CORP WASH COM
$21K
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
$21K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$21K
PENPENUMBRA INC COM
$21K
INGRINGREDION INC COM
$21K
EQTEQT CORP COM
$21K
TXRHTEXAS ROADHOUSE INC COM
$21K
APY1EURCHAMPIONX CORPORATION COM
$21K
SYYSYSCO CORP COM
$21K
ELSEQUITY LIFESTYLE PPTYS INC COM
$21K
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF
$21K
GPCGENUINE PARTS CO COM
$21K
AMEAMETEK INC COM
$21K
FANGDIAMONDBACK ENERGY INC COM
$21K
CCKCROWN HLDGS INC COM
$21K
WBSWEBSTER FINL CORP COM
$21K
EVSDEATON VANCE SHORT DURATION INCOME ETF
$21K
HOMBHOME BANCSHARES INC COM
$21K
PSTLPOSTAL REALTY TRUST INC CL A
$21K
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$20K
FFINFIRST FINL BANKSHARES INC COM
$20K
IRINGERSOLL RAND INC COM
$20K
KNFKNIFE RIVER CORP COMMON STOCK
$20K
HWCHANCOCK WHITNEY CORPORATION COM
$20K
WWDWOODWARD INC COM
$20K
HSYHERSHEY CO COM
$20K
BIIBBIOGEN INC COM
$20K
AMHAMERICAN HOMES 4 RENT CL A
$20K
TPDSOMNIGROUP INTERNATIONAL INC COM
$20K
USX1UNITED STATES STL CORP NEW COM
$20K
CLHCLEAN HARBORS INC COM
$20K
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